See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,808 | $70,756+263.0% | $65,493+292.1% | $142,382+80.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 4.73% | 1754.89%-1750.2pp | 982.45%-977.7pp | 217.08%-212.3pp |
| Employer contribution / active EE | $21,696 | $2,881+653.2% | $2,574+742.8% | $4,299+404.7% |
| Participant deferral / active EE | $15,250 | $4,637+228.9% | $3,961+285.0% | $6,507+134.4% |
| Admin fee / account holder | $9,620 | $6,559+46.7% | $5,028+91.3% | $12,624-23.8% |